Saving Progress of short form

  • Profile Image
    Asked on July 08, 2015 at 11:05 AM

    I created a two-form system as recommended in your instructions.

    The first form collects the name and email address then it auto-directs to the second form.

    1.   I'd love for the name & email address from the first form to populate to those fields on the second form.  I can't remember how to do this and I don't understand the instructions I've found.

    2.  The person filling out the form immediately gets an email with a link.   If I remember correctly, once they save their progress they will get a second email.   Since that would be confusing, I'd love to suppress the first email.

    3.  I understand that saving progress requires the user to hit next button to move to a new page but since this is a short form there is no "next" page.    Do I have to force things to additional pages to be able to save?   It's a pretty short survey but it's being sent to people who are constantly interrupted so we'd still like to give them the option to save.



  • Profile Image
    Answered on July 08, 2015 at 12:36 PM


    If you have a shorted form and want to simply allow for your users to come back and update their information, you could include an edit link in the notification:

    This would give them a permanent link to update their specific submission and allow you to bypass the introduction form.  You will not need to use page breaks with this method either.  They could submit their form whenever they would like and then edit the data later on.

    If you would like to stick with your current setup, you can pass values from one form to another via the Thank You page.  Here is an in depth guide on how to do so:

    You could suppress the email from the original form but the user needs this email to get the session information from the first form.  If you are passing values along with the session link, you would need to include the edited URL in your notification as well, similar to what is described in the above guide.

    Page breaks are necessary for this method and if your form is quite short, I would recommend using the edit link instead.

  • Profile Image
    Answered on July 09, 2015 at 10:03 AM

    Just to clarify, the first link lets them submit and then go back to work later?    If that's true, it would solve my problems for sure.   I'm going to test it out this morning.

  • Profile Image
    Answered on July 09, 2015 at 11:39 AM

    The edit method in the first first link:

    Will indeed allow your users to submit the form and return to their submission at a later time to complete the rest of the fields.  When the click the link, their specific submission will be loaded in the form.  They can edit the data and re-submit the form to update their specific submission.